Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIVID WEALTH MANAGEMENT LLC | COM | 4201 | $250,772 | 1,901 | 0.00 | 0.00 | -80 | -4.04 | 03-31-2024 |
FAMILY CAPITAL MANAGEMENT INC | COM | 4202 | $207,232 | 1,901 | 0.00 | 1,901 | +Inf | 12-31-2023 | |
EHP FUNDS INC | COM | 4203 | $250,705 | 1,900 | 0.00 | 0.15 | -1,300 | -40.62 | 03-31-2024 |
COLLABORATIVE WEALTH MANAGMENT INC | COM | 4204 | $250,610 | 1,899 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |